Conejo Valley Chapter Event - April 21, 2022

• Date: Thursday, April 21, 2022
• Time: 11:30 A.M. – 1:00 P.M. PT
• Where: North Ranch Country Club | 4761 Valley Spring Dr., Westlake Village, CA 91362

A Buy/Sell Agreement is a legally binding contract that stipulates how a partner’s share of a business may be reassigned if that partner dies or otherwise leaves the business through a series of triggering events.

The key elements of a buy-sell agreement include:

• Element 1. Identify the parties.
• Element 2. Triggered buyout event.
• Element 3. Buy-sell structure.
• Element 4. Company valuation.
• Element 5. Funding resources.
• Element 6. Taxation considerations.

Learning Objectives:

• By using “who, what, why, when, and how” questions, EPI members will learn the nuts and bolts (basics) of a Buy/Sell agreement while exploring real life war stories and the do’s and don’ts of negotiating these documents.